WWA
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WCG Wealth Advisors’s Autodesk ADSK Stock Holding History

WCG Wealth Advisors’s Portfolio ADSK Stock Details ADSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.99M Sell
15,376
-26
-0.2% -$5.94K 0.07% 245
2026
Q1 		$3.69M Sell
15,402
-1,968
-11% -$495K 0.1% 189
2025
Q4 		$5.14M Buy
+17,370
New +$5.26M 0.14% 145
2024
Q3 		– Sell
-11,885
Closed -$2.94M – 308
2024
Q2 		$2.94M Buy
+11,885
New +$2.67M 0.22% 104
2024
Q1 		– Sell
-11,473
Closed -$2.79M – 256
2023
Q4 		$2.79M Buy
+11,473
New +$2.48M 0.21% 99
2022
Q4 		– Sell
-3,894
Closed -$773K – 155
2022
Q3 		$773K Buy
+3,894
New +$787K 0.1% 147

Other funds holding ADSK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

WCG Wealth Advisors's ADSK Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Autodesk (ADSK) stake by 0.17% in Q2 2026, selling an estimated $5.94K and leaving 15,376 shares worth $2.99M. The position accounts for 0.07% of the portfolio, ranked #245.

WCG Wealth Advisors first reported a position in ADSK in Q3 2022 and has held it in 6 quarters since. The position peaked at $5.14M in Q4 2025. 1,195 funds tracked by Wall St. Rank hold ADSK as of Q2 2026.

  • WCG Wealth Advisors held 15,376 shares of Autodesk worth $2.99M as of Q2 2026.
  • WCG Wealth Advisors sold 26 Autodesk shares in Q2 2026, an estimated $5.94K.
  • Autodesk made up 0.07% of WCG Wealth Advisors's portfolio in Q2 2026, its #245 holding.
  • WCG Wealth Advisors first reported a position in Autodesk in Q3 2022 and has held it in 6 quarters since.
  • WCG Wealth Advisors's Autodesk position peaked at $5.14M in Q4 2025.
  • 1,195 funds tracked by Wall St. Rank held Autodesk as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.